Avestar Capital’s ProShares Short S&P500 SH Stock Holding History

Avestar Capital’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-176	Closed	-$20K	–	982
2018 Q2	$20K	Buy	+176	New	+$20.8K	0.01%	356

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCP

Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Avestar Capital's SH Position: Q3 2018 in Review

Avestar Capital sold out of ProShares Short S&P500 (SH) in Q3 2018, closing a stake of 176 shares — an estimated $20K sold.

Avestar Capital first reported a position in SH in Q2 2018 and held it in 1 quarter. The position peaked at $20K in Q2 2018. 103 funds tracked by Wall St. Rank hold SH as of Q3 2018.

Avestar Capital reported no remaining ProShares Short S&P500 position as of Q3 2018 after selling out during the quarter.
Avestar Capital sold 176 ProShares Short S&P500 shares in Q3 2018, an estimated $20K.
Avestar Capital first reported a position in ProShares Short S&P500 in Q2 2018 and held it in 1 quarter.
Avestar Capital's ProShares Short S&P500 position peaked at $20K in Q2 2018.
103 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2018.

Based on Avestar Capital's 13F filing for Q3 2018, filed 23 Oct 2018.